1. To get started, you will need to activate your Webgility account from within QuickBooks Enterprise 22. Learn how, here.

2. Once your Webgility account is activated, connect to the online store. Here you will see the Connect to Accounting tab.

3. Select the correct version of QuickBooks from the drop-down menu.

4. Launch the QuickBooks company file that you want to connect to Webgility.

5. Login to QuickBooks as the admin user and switch it to single-user mode. The admin login is required for connection purposes only. Once the connection is made and the data download is complete, you can switch back to any other user or switch to multi-user mode.

6. Press the F2 or Control + 1 keys to bring up Product Information window on the screen.

7. Copy the company file location from the Product Information window, then close it.

8. Paste the copied file path to the Company file location field in the Webgility connection window. Then click Connect to QuickBooks.

9. This will open the Application Certificate in QuickBooks, and grant access to the Webgility application from QuickBooks as an admin.

10. Once this permission is granted, click Continue to process.

11. You will be redirected to the Order Processing Settings. Configure the basic settings, then click Continue.

12. Select Configure my posting settings for detailed configuration, and set rules for posting the orders to Quickbooks. Then click Go to Settings.

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